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Platinum Harbor™

Agent Preamble & Professional Standards

Redefining Real Estate.
This page provides a general overview of Platinum Harbor™ standards for public transparency. It is informational only and does not modify, expand, or replace any law, disclosure, or contract. Brokerage relationships and required consumer disclosures vary by jurisdiction. Platinum Harbor™ generally operates as a Transactional Brokerage unless otherwise agreed in writing; in all cases, the written agreement and applicable disclosures control.

Our Standards, Your Confidence

At Platinum Harbor™, our agents follow clear, professional standards designed to protect consumers and elevate the client and customer experience. These guidelines govern how we communicate, market properties, negotiate, and safeguard your interests—so whether you are buying, selling, renting, or investing as a customer or client, you can expect ethical, transparent, and expert service.

Note: Agents who pledge to follow these standards are recognized with our professional designation, REPro™.

Preamble

Platinum Harbor™ agents serve buyers, sellers, landlords, and tenants with honesty, competence, diligence, and care—while dealing fairly with all parties, customers, and clients. Agents agree to comply with all applicable laws and regulations in the jurisdictions where they operate, as well as Platinum Harbor™ policies and any MLS, association, or marketplace rules where they participate. Agency relationships and duties are defined by governing law and your written disclosures and agreements. Platinum Harbor™ generally practices Transactional Brokerage unless a different relationship is established in writing.

Core Principles

  • Customer/Client First: Place lawful objectives at the center of the engagement while treating all parties honestly.
  • Integrity: Truthful advertising and communications; no misstatements or omissions of material facts.
  • Competence: Accept work you are qualified to perform; seek guidance or refer when necessary.
  • Diligence: Communicate promptly, meet deadlines, and safeguard data and funds.
  • Professionalism: Respectful interactions with customers/clients, cooperating brokers, and the public.
  • Compliance: Follow laws, brokerage policies, and applicable MLS/marketplace rules wherever you operate.

Agent Rules

1) Duties, Disclosure & Transparency (Transactional Brokerage)

  • Provide competent service within the agreed scope and in accordance with the governing brokerage relationship.
  • Make disclosures required by law and applicable rules; avoid misrepresentation or concealment of material facts.
  • Identify agency/transactional roles clearly in writing using required disclosures where applicable for customers/clients.

2) Truthful Advertising & Branding

  • Ensure all advertising (print, digital, social, signage, portals) is accurate, not misleading, and includes required brokerage identification as applicable.
  • Use the Platinum Harbor™ name and marks strictly per branding guidelines; do not add icons to the logo or alter typography.
  • Only use designations and credentials legitimately earned; never imply sponsorship, certification, or expertise not possessed.

3) Fair & Honest Dealings

  • Treat all parties, customers, and clients fairly and with respect; do not engage in unlawful practices.
  • Present offers and communications objectively and as promptly as practicable.

4) Offers, Negotiations & Documentation

  • Transmit offers/counteroffers promptly; keep customers/clients informed of material developments.
  • Use approved forms and obtain signatures/initials where required; avoid unauthorized practice of law.
  • Do not fabricate, backdate, or omit material terms; maintain complete and accurate files in the brokerage system.

5) Handling of Funds

  • Follow brokerage procedures and applicable rules for deposits, escrow/earnest money, rent, and trust funds.
  • Do not commingle customer/client funds with personal funds; report variances immediately to the brokerage.

6) Confidentiality & Data Security

  • Protect confidential information as required by law and agreement; disclose only as permitted or required.
  • Secure devices and accounts (strong passwords, MFA where offered); use brokerage-approved systems for file storage and sharing.

7) MLS/Marketplace Conduct (Where Applicable)

  • Comply with the rules of any MLS/marketplace used (e.g., status updates, accurate data, timely entry, showing rules).
  • Do not manipulate photos, remarks, or fields to mislead; correct errors promptly upon discovery.

8) Property Access, Showings & Safety

  • Access properties only with authorization; follow lockbox/key rules and respect showing instructions.
  • Prioritize safety for customers/clients and yourself; report hazardous conditions when observed.

9) Professional Competence & Training

  • Complete brokerage onboarding and required trainings; stay current on legal, contractual, and market updates.
  • Seek managing broker guidance when needed; refer outside your competence or geography as appropriate.

10) Teaming, Referrals & Compensation

  • Disclose compensation and referral arrangements as required; never accept or offer undisclosed compensation.
  • Follow brokerage policies for teams, split structures, referral fees, and revenue share programs.

11) Social Media & Public Statements

  • Be truthful and professional online; identify brokerage affiliation where required.
  • Do not post confidential information or make claims that cannot be substantiated.

12) Transaction Management & Recordkeeping

  • Use the brokerage’s transaction system and checklist; upload documents and material communications to the file.
  • Retain records per brokerage policy and applicable requirements.

13) Supervision & Independent Contractor Status

  • Comply with managing broker directives and brokerage policies.
  • You are an independent contractor unless otherwise agreed in writing; do not represent yourself as an employee or officer of the brokerage.

14) Reporting & Compliance

  • Promptly report potential violations, complaints, or legal inquiries involving you or your transactions to the managing broker.
  • Cooperate in investigations and audits; implement corrective actions as directed.

15) Sanctions for Non-Compliance

  • Violations may result in coaching, written warnings, file audits, monetary assessments, suspension of tools/benefits, revocation of REPro™ designation, or termination of affiliation, as permitted by applicable agreements.

Florida Addendum — Transaction Broker Duties

Applicable when a transaction occurs in Florida. This summary reflects Florida law on Transaction Brokers and complements (does not replace) statutory disclosures.

  • Deal honestly and fairly in all real estate dealings.
  • Account for all funds received in connection with a transaction.
  • Use skill, care, and diligence in the transaction.
  • Disclose all known facts that materially affect the value of residential real property and are not readily observable to the buyer.
  • Present all offers and counteroffers in a timely manner, unless a party has directed otherwise in writing.
  • Limited confidentiality (unless waived in writing): do not disclose a seller will accept less than list price, a buyer will pay more than offered, a party’s motivation, or other information a party asks to keep confidential, unless disclosure is required by law.
  • Any additional duties mutually agreed to in writing.

Brokerage relationship disclosures (e.g., Transaction Broker, No Brokerage, Single Agent) are provided as required by Florida law in the underlying transaction documents.

Our Commitment to You

Platinum Harbor™ holds its agents to the Preamble & Professional Standards above so customers and clients receive trustworthy, transparent, and exceptional service—every time. These guidelines exist to protect you and to help ensure a consistent, platinum-level experience from first contact through closing and beyond.

Have questions about our standards or your experience? Contact our managing broker for support. We’re here to help.

Consumer Bill of Rights

  1. Clear Roles: You have the right to understand the brokerage relationship, disclosures, and duties that apply to your transaction as a customer or client.
  2. Truthful Advertising: Listings, marketing, and public statements should be accurate and not misleading.
  3. Timely Communication: Your inquiries, offers, and material questions deserve prompt, professional responses.
  4. Privacy & Data Security: Your personal information must be protected and shared only as permitted or required.
  5. Accurate Property Information: Material facts known to our agents should be disclosed consistent with applicable law.
  6. Professional Guidance: You should receive competent service or a timely referral if a matter is outside an agent’s expertise.
  7. Fair Presentation of Offers: Offers and counteroffers should be presented objectively and promptly.
  8. Transparent Fees: You should be informed of brokerage compensation and any permitted referral arrangements.
  9. Proper Handling of Funds: Deposits and trust funds must be handled according to brokerage procedures and applicable rules.
  10. Safe & Respectful Access: Showings should follow instructions and prioritize safety and respect for property.
  11. Equal Service: You should be treated fairly and respectfully in every interaction.
  12. Issue Escalation: Concerns should be addressed promptly by the managing broker with a clear path to resolution.

Equal Housing Opportunity. We support fair housing and do not discriminate against any customer or client.

This page complements your legal rights and written agreements. If there is any inconsistency, the applicable law and your signed disclosures/agreements control.

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